Youzlez16 Dec 2025 13:04
I spoke to the company yesterday and was happy with the responses to various questions
The ceo decision was purely private/individual reasons and decision to stay till June 2026 was clearly a sensible thing to do while new CEO is appointed.
Market cap just £900k.
Key growth in all areas , particularly bio statistics, company very pleased and very confident about the niche growth markets many of which are now mandatory under EU law and most could well become mandatory for drug design. Positive regulatory environment eg FDA
[ ] Key market drivers
* model informed discovery/bio stats help
> costs $2.5bln and 10-15yrs to get drug to market and less than 5% success rate - PYC modelling drastically cuts this and using MMID/BS can
1) save $100-500mln
2) increase to 20-30% success at Phase II
3) 30-50% fewer patients
[ ] Key growth/CAGR markets which PYC operate
MMID 18% CAGR with market set to be $13bln
Bio Statistics 24% CAGR $40bln market
Regulatory authorities across the world require robust biometrics practices to approve new drugs. Biometrics typically incorporates three main areas:
1. Biostatistics: Supporting the design of clinical studies and analysis of resulting data
2. Statistical Programming: Use of programming language to process, analyse and visualise clinical data
3. Data Management: Setup and oversight of the collection, entry, and validation of clinical trial data
Personalised medicine 7.5% CAGR and largest market is North America ( partner DoseMeRx based there)
M
General overviews
Costs at just 3% therefore tracking or below inflation in 2025 so very tight cost mgmt
Total Income at 3yr high and bolstered by moving into new therapeutic areas such as immunology and cardiovascular
Just after year end received £250,000 + and will recieve £60k grant, therefore cash position as of July was almost £800,000
Have applied for other grants and will announce if/when progressed
Conversion rate 2022-2024 was 27%
Conversation rate 2025 jumped to 45%
6 late stage contracts due ( some of which announced Dec 2025)
The "right team" now finally assembled in all key growth areas